Morningstar

Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.

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Morningstar, Inc. engages in the provision of investment research. It offers Morningstar data, direct, investment management, advisor workstation, workplace solutions, pitchbook data, enterprise components, research, credit ratings and indexes. It operates through the following segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, Morningstar Retirement, and Corporate and All Other. The Morningstar Data and Analytics segment is involved in providing investors data, research and insights, and investment analysis to empower investment decision-making. The PitchBook segment focuses on providing investors with access to a broad collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. The Morningstar Wealth segment refers to model portfolios and wealth platform, practice and portfolio management software for registered investment advisers, data aggregation, enrichment capabilities, and individual investor platform. The Morningstar Credit segment includes credit ratings, research, data, and credit analytics solutions that contribute to the transparency of international and domestic credit markets. The Morningstar Retirement segment offers products designed to help individuals reach retirement goals. The company was founded by Joseph D. Mansueto on May 16, 1984, and is headquartered in Chicago, IL.

Morningstar excels in wealth management tools, offering top-rated products like Direct and Workstation for portfolio management and risk assessment. Despite lower net profit margins, Morningstar's diverse product lines show consistent growth, with significant potential in high-margin segments like Morningstar Credit. Key risks include cybersecurity, regulatory challenges, and economic downturns, which could impact the demand for financial data products.

Why Retail Investors Might Be Interested In Morningstar

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Morningstar Medalist Ratings™ for 59 of the nation's most prominent 529 college-savings plans. These plans account for more than 95% of 529 industry assets as of Aug. 31, 2024. The Medalist Ratings reflect Morningstar manager research analysts' forward-looking views of which plans are best suited to help investors reach their goals. It has five tiers—Gold, Silver, B.

Morningstar Releases Medalist Ratings for 529 College-Savings Plans, Including 11 Upgrades and Nine Downgrades

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced Jason Dubinsky, chief financial officer, will step down from his role at the end of the year to pursue other interests. Chief Executive Officer Kunal Kapoor said, “Jason has been an exemplary CFO and leader. He lives Morningstar's values every day and has created significant value for shareholders during his seven-plus years here. Jason has helped position the compa.

Morningstar Chief Financial Officer Jason Dubinsky to Depart

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit third-quarter revenue growth while expanding operating margins. “Morningstar Credit led the way in the quarter with additional contributions from across the business supporting revenue and profit growth," said Kunal Kapoor, Morningstar's chief executive officer. "Our diverse portfolio continues to present opportunities for innovation and durable growth, includin.

Morningstar, Inc. Reports Third-Quarter 2024 Financial Results

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CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its eighth annual landscape study on health savings accounts (HSAs) available to individuals. The study assesses the current state of the HSA industry and releases Morningstar's assessment of 11 of the top HSA providers on two different use cases: 1) as investment accounts to save for future medical expenses and 2) as spending accounts to cover current medical costs.

Morningstar Releases Eighth Annual Study on Advancements and Opportunities in Health Savings Account Industry

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment insights, today published findings from its third annual Voice of the Asset Owner survey, showing expanding perception of ESG materiality across markets and factors, active ownership and direct engagement on ESG topics and a push for more granular data to support ESG-related investment and reporting needs. The global quantitative survey, conducted by Morningstar Indexes and Morningstar Susta.

Active Ownership, Growing Materiality & Data Demand Drive ESG Implementation for Asset Owners

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its third-quarter 2024 financial results after the market closes on Wednesday, Oct. 23, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line o.

Morningstar, Inc. to Announce Third-Quarter 2024 Financial Results on Oct. 23

CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 40.5 cents per share, consistent with the dividend paid in July. The dividend is payable Oct. 31, 2024, to shareholders of record as of Oct. 4, 2024. Please contact investors@morningstar.com with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North.

Morningstar, Inc. Declares Quarterly Dividend of 40.5 Cents Per Share

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced its plans to enhance the methodology of the Morningstar Medalist Rating™, its comprehensive forward-looking rating for managed investments. The Morningstar Medalist Rating is a five-tier system designed to evaluate an investment strategy's potential to outperform a relevant index or peer group over the long term. Ratings are assigned on a scale from Gold to Negative.

Morningstar Will Enhance Medalist Rating Methodology for Improved Investment Insights

CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the Morningstar Model of U.S. Retirement Outcomes — a simulation tool that considers individual characteristics, healthcare costs, and projected longevity to assess retirement income sufficiency. Through use of the model, the Morningstar Center for Retirement & Policy Studies published new research which examines potential retirem.

Morningstar Retirement Launches New Morningstar Model of US Retirement Outcomes

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CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit second-quarter revenue growth while expanding operating margins. “Led by Morningstar Credit's strength across regions and asset classes, we finished the first half of 2024 on a high note,” said Kunal Kapoor, Morningstar's chief executive officer. “We remain focused on durable growth in adjusted operating income. Our teams are delivering product enhancements to c.

Morningstar, Inc. Reports Second-Quarter 2024 Financial Results

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its second-quarter 2024 financial results after the market closes on Wednesday, July 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line.

Morningstar, Inc. to Announce Second-Quarter 2024 Financial Results on July 24

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CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announces significant enhancements to Morningstar Sustainalytics flagship ESG Risk Ratings, covering more than 16,000 companies globally. The corporate governance methodology enhancements were implemented on May 30 and stronger material ESG risk measures will be implemented in the coming months. Laura Lutton – Director of ESG Product Management, Morningstar Sustainalytics “Ou.

Morningstar Sustainalytics Introduces Significant Enhancements to its ESG Risk Ratings

SEATTLE--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN), a leading provider of independent investment insights, today announced that Rod Diefendorf will be appointed the next leader of PitchBook as President and Chief Operating Officer, reporting to Morningstar CEO Kunal Kapoor. This appointment comes after PitchBook founder John Gabbert announced his plans to depart. “Rod is a proven leader who has worked alongside John for years and knows PitchBook inside and out. He is well equipped to continue.

Morningstar to Appoint Rod Diefendorf as President and Chief Operating Officer of PitchBook

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the winner of the 2024 U.S. Morningstar Awards for Investing Excellence “Outstanding Portfolio Manager.” The award process recognizes portfolio managers who Morningstar believes demonstrate the industry's very best attributes, including investment skill and an alignment of interests with the strategies' investors. Morningstar announced three nominees for the Outstan.

Morningstar Names Clare Hart “Outstanding Portfolio Manager” for 2024 U.S. Morningstar Awards for Investing Excellence

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted solid first-quarter revenue growth, driven by strength across its business. “Morningstar celebrates its 40th anniversary next month,” said Kunal Kapoor, Morningstar's chief executive officer. “We're proud of the difference we've made on behalf of investors, the long-term returns we have delivered for our shareholders, and the distinctive workplace we've built for our colleag.

Morningstar, Inc. Reports First-Quarter 2024 Financial Results

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published “Morningstar's Guide to U.S. Active ETFs,” a new landscape report that covers advantages, challenges, approaches, and trends of actively managed exchange-traded funds (ETFs). Overall, the report found that active ETFs can be a cost-effective, tax-efficient approach to active management for investors, but as with any active investment, can carry risk over the long te.

New Morningstar Report Sheds Light on Rapid Expansion of Active ETFs

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CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its fourth annual Corporate Sustainability Report, examining the company's efforts to incorporate sustainability practices and environmental, social, and governance (ESG) data across the firm. “At Morningstar, we believe promoting transparency, increasing access to useful data, and empowering choice will support successful outcomes for investors,” said Kunal Kapoor,.

Morningstar Publishes Fourth Annual Corporate Sustainability Report

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its annual Target-Date Strategy Landscape Report, which found that in 2023 investors poured $156 billion of net inflows into target-date strategies, of which $104.5 billion—or 67%—went into collective investment trusts (CITs). Net flows slightly increased year-over-year, helping propel assets to a record high $3.5 trillion. “Investors in target-date strategies large.

Morningstar Report Reveals Collective-Investment Trusts Poised to Overtake Mutual Funds in Target-Date Strategies in 2024

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), plans to report its first-quarter 2024 financial results after the market closes on Wednesday, April 24, 2024. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line.

Morningstar, Inc. to Announce First-Quarter 2024 Financial Results on April 24

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 36th annual Morningstar Investment Conference, set to convene Wednesday, June 26, through Thursday, June 27, 2024, exclusively in-person at a new venue, Chicago's Navy Pier. “We are reimagining our conference this year to coincide with Morningstar's 40th anniversary,” said Kunal Kapoor, chief executive officer at Morningstar. “The event is coming.

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